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LifeFolio: Lifetime Financial Organizer

Sometimes life changes suddenly, and it is at these times, unfortunately, that we may find ourselves at a loss when searching for needed financial documents. Please take a look at the enclosed LifeFolio Checklist and jot down the locations of the important documents. We then can get together and review the checklist and I'll provide you with a complimentary LifeFolio Organizing Kit, complete with preprinted file tabs, which you and your family can use as a repository for all your important documents.

Contact me to schedule a convenient time for the two of us to get together to learn more about using the LifeFolio Organizing System?

Nicholas Ruggierello is an agent licensed to sell insurance through New York Life Insurance Company and islicensed with various other independent unaffiliated insurance companies in the states of New York. No insurance business may be conducted outside this/these state(s) referenced.

Nicholas Ruggirello is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of New York. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Neither New York Life Insurance Company, nor its agents or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.